Using the Scheduling Module

Using the Appointment Summary Window

The Appointment Summary window is displayed when you click Schedule Appointment from inside a patient’s chart.

The Appointment Summary window contains information about all of a patient’s past, current, and future appointments and defaults to currently scheduled appointments, which are displayed in the center of the window. No Show and Recall appointments are also displayed.

The window contains the following details about the appointment:

• Day

• Date

• Time

• Chair

• Type

• Length

• Office

• Doctor

• Scheduled by

• Comment

Use the scroll bar to view earlier or later appointments in a category.

The following options enable you to access more information about a patient’s scheduled appointments:

• Confirm Appointment—Click the box next to a patient’s appointment to view contact numbers, enter details from the confirmation phone call, and mark the appointment as confirmed.

• View Day—Click the appointment date to view the entire day on which a specific appointment is scheduled.

• Change Comment—Click Add Comment to edit a comment that was made when the appointment was scheduled. You can also add a comment to a scheduled appointment.

• Procedures—Descriptions of procedure codes for scheduled, completed, changed, or cancelled appointments are displayed beneath the appointment time. Click the description to add or edit procedure codes linked to scheduled appointments.

Related Topics

Understanding Schedule Views

Viewing Archived Schedule Days

Using the Appointment Details Window

Skill Sharpeners